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Fortis Financial Planning Ltd

12355768

active
Private Limited Company
Companies House
Health Score
90 / 100

Healthy

30/30
Filing
20/30
Financial
40/40
Risk

No risk factors detected.

Details

OSBORNE HOUSE, ASHFORD, TW15 3QN
Incorporated 09/12/2019

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

70221
Financial management

Officers

Mr Steven Burgess

director · Since 09/12/2019

DIRECTOR

BRITISH · UNITED KINGDOM · Age 41

Also on 2 other boards

Mr Graham Gibson

director · Since 09/12/2019

DIRECTOR

BRITISH · UNITED KINGDOM · Age 63

Also on 2 other boards

Persons with Significant Control

Mr Graham Gibson

75–100% shares
75–100% votes
Appoint directors

British · United Kingdom · Age 63

1st Floor, Unit 5, Paris Parklands, Guildford, GU2 9JX

Notified 09/12/2019

CompanyRankvs 10466+ SIC 70221 peers
42

Financial strength29th percentile among SIC peers · 7/25
Employees74th percentile among SIC peers · 11/15
LiquidityCurrent ratio 0.22× · 2/20
Longevity7 years trading (max 15) · 7/15
Filing complianceAll filings up to date · 15/15
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10466Fortis Financial Planning Ltd
41
How is this score calculated?
Financial strength7/25 pts

Net worth compared to all companies in the same SIC code with published accounts. Top quartile earns the full 25 points.

Employees11/15 pts

Workforce size relative to sector peers from the most recent accounts. A larger team generally signals commercial scale.

Liquidity2/20 pts

Current assets ÷ current liabilities. A ratio above 2× earns full marks; between 1–2× scores partially; below 0.5× scores minimal points.

Longevity7/15 pts

One point per year of operation since incorporation, capped at 15. Older companies have a proven track record.

Filing compliance15/15 pts

Full 15 points when both annual accounts and confirmation statement are filed on time. Points are deducted for each overdue filing.

Maximum score is 100. Deductions apply for insolvency history, outstanding charges, going concern doubt, or disqualified officers.

Key FinancialsYear ending 31/03/2025

Net Worth

£100

Balance sheet strength

Cash

£47k

Cash in the bank

Net Current Assets

-£184k

Working capital

Current Assets

£51k

Current Liabilities

£236k

Fixed Assets

£244k

Debtors

£4k

Profit After Tax

£68k

2avg. employees

Balance Sheet

Intangible assets£244k
Assets less current liabilities£59k
Prepared with IRIS Accounts Production

EstimatesDerived

YearCurrent Ratio
20250.22
20240.11
20230.97
20220.99
20213.58

Derived from filed accounts. Not audited figures.